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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,469 | $160,028-59.1% | $147,080-55.5% | $145,884-55.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.06% | 98.60%-84.5pp | 420.17%-406.1pp | 551.85%-537.8pp |
| Employer contribution / active EE | $2,309 | $5,286-56.3% | $4,933-53.2% | $4,662-50.5% |
| Participant deferral / active EE | $4,250 | $8,422-49.5% | $8,066-47.3% | $6,690-36.5% |
| Admin fee / account holder | $771 | $15,030-94.9% | $12,989-94.1% | $13,392-94.2% |